Modulight as an investment

Not the faintest clue regarding the first questions.

To the latter question, I think the clear answer is NO. This time, the hype is on a completely new level. If you didn’t know the numbers, based on the hype you’d think the company’s revenue was something entirely different from €1.9M / 3 months. In my opinion, Orsila was quite subdued on the Q2 investor call. Based on that call, I assumed the ppt payments would tank, but quite the contrary, and on top of everything, an all-time high in September.

Reading the press release, the only thought that crossed my mind was whether things can really be in such great shape. Interesting quarters ahead, because this kind of hype definitely needs to translate into clear improvements on both the top and bottom lines. It’s also a good thing that the previously issued guidance was reiterated, as achieving it requires a clear improvement in revenue compared to Q3, which must also be reflected in the cash flow, operating profit, and the bottom line.

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